Thompson Davis & Co’s Iron Mountain IRM Stock Holding History

Thompson Davis & Co’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,000	Closed	-$476K	–	123
2023 Q3	$476K	Hold	8,000	–	–	0.59%	29
2023 Q2	$455K	Hold	8,000	–	–	0.51%	35
2023 Q1	$423K	Hold	8,000	–	–	0.55%	38
2022 Q4	$399K	Hold	8,000	–	–	0.57%	34
2022 Q3	$352K	Hold	8,000	–	–	0.48%	38
2022 Q2	$390K	Sell	8,000 -150	-2%	-$7.89K	0.64%	33
2022 Q1	$452K	Hold	8,150	–	–	0.55%	40
2021 Q4	$426K	Buy	+8,150	New	+$385K	0.35%	49

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Thompson Davis & Co's IRM Position: Q4 2023 in Review

Thompson Davis & Co sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 8,000 shares — an estimated $476K sold.

Thompson Davis & Co first reported a position in IRM in Q4 2021 and held it in 8 quarters. The position peaked at $476K in Q3 2023. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

Thompson Davis & Co reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
Thompson Davis & Co sold 8,000 Iron Mountain shares in Q4 2023, an estimated $476K.
Thompson Davis & Co first reported a position in Iron Mountain in Q4 2021 and held it in 8 quarters.
Thompson Davis & Co's Iron Mountain position peaked at $476K in Q3 2023.
891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Thompson Davis & Co's 13F filing for Q4 2023, filed 5 Feb 2024.